Apra : Relationship Management

The True Final Frontier: Corporate and Foundation Research and Relationship Management

Presenter: Megan Tedeschi, UNICEF USA
Year: 2020
Price: Members: $49, Non-members: $79

The Rosetta Stone: Partnering with Frontline Leadership to Build a Relationship Management System from the Ground Up

Presenter: Kate McConnell, Planned Parenthood Federation of America, Jamaul Webster, Teach For America
Year: 2020
Price: Members: $49, Non-members: $79

The Office Meets Prospect Development: How PAM and DWIGHT Are Changing Relationship Management

Presenter: Rebecca Fullmer, University of Cincinnati Foundation, Elizabeth Schmidt-Gullett, The University of Cincinnati Foundation
Year: 2020
Price: Members: $49, Non-members: $79

Teaming Up to Pare Down: A Case Study in Portfolio Makeover at Wisconsin

Presenter: Kari Stokosa, Wisconsin Foundation & Alumni Association, Eric Salisbury, Wisconsin Foundation and Alumni Association
Year: 2020
Price: Members: $49, Non-members: $79

Rome Wasn't Built in a Day--Constructing a Prospect Management System for All

Presenter: Kristin Richardson, Virginia Commonwealth University
Year: 2020
Price: Members: $49, Non-members: $79

Rethinking Relationship Management Guidelines in an Age of Data Privacy

Presenter: Adrian Annette Owen, LSU Foundation, Elisa Orzac Shoenberger, Aspire Research Group
Year: 2020
Price: Members: $49, Non-members: $79

Prospect Management: Building & Evolving Advancement & Fundraiser Partnership in Post-Secondary

Presenter: Kat Carson, Mount Royal University, Mount Royal University
Year: 2020
Price: Members: $49, Non-members: $79

Priming the Pipeline with Real Time, Actionable Prompts

Presenter: Cristi Hendry, San Diego State University
Year: 2020
Price: Members: $49, Non-members: $79

Hacking Excel for Reporting and Predicting Fundraiser Performance

Presenter: Elise Roberts, George Washington University
Year: 2020
Price: Members: $49, Non-members: $79

Fully Realized: Using the Database to Manage Fundraisers & Fundraising Priorities

Presenter: Jodi Ann McLaughlin, MLIS, Carnegie Museums of Pittsburgh
Year: 2020
Price: Members: $49, Non-members: $79

A Series of Informative Events: Lessons from Running a Fundraiser Training Program

Presenters: Adrienne A. Sutton, UNM Foundation, Karl P. Kaplan, University of New Mexico Foundation
Year: 2020
Price: Members: $49, Non-members: $79

Strategy Beyond Screening

Presenter: Richard Geiger, Senior Vice President, Philanthropic Analytics, GG+A DonorScape
Year: 2019
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Campaigns

Leadership is Hard ... And That's OK

Presenter: Liz Rejman, Pathways to Education Canada
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

Clue, Monopoly, Risk – Prospect Development as an International Game and How to Play It

Presenter: Ben Rymer, Aga Khan University
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

Herding Cats: Working Productively with Fundraisers

Presenter: Cristi Hendry, San Diego State University
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

$6 Billion Plan - Campaign Success - Prospect Research, Data Analytics, Relationship Management

Presenter: Jaime Miranda
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

Setting Up a Campaign Prospect Pipeline - All This Data! Where Do We Go From Here?

Presenters: Margaret J. Williams, University of South Dakota Foundation
Thor Gesteland, University of South Dakota Foundation
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

Biting Off as Much as You Can Chew: Managing the Wealth Screening Data Smorgasbord

Presenters: Kristina McFee Carroll, Iowa State University Foundation
Tessa A. Fjelland, Iowa State University Foundation
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

Beyond Capacity: Wrangling Ratings for Fundraising Success

Presenters: John W. Garrow, Willamette University
Jessica Balsam, University of Washington
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

All A-Board! Successful Board and Senior Executive Peer Reviews, Expectations, and Communication

Presenter: Tracey J. Church, Tracey Church & Associates, Research + Consulting Services
Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members: $79

Think Like a Philanthropist

Presenters: Bond T Lammey, Bentz Whaley Flessner
Emily Walsh, University of Arizona Foundation
Sue Merrilees, Science Philanthropy Alliance
Clint McCall, University of Arizona Foundation
Daniel P Bozard, LSU Foundaion

Year: Prospect Development 2019 - Phoenix, AZ
Price: Members: $49, Non-members:

Guidance for Empowered Fundraisers and Effective Prospect Management

Andy Reeher, Vice President, Data & Analytics, Blackbaud
2019
Price: Members: $0, Non-member: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, and Campaigns

What We Learned From Analyzing Two Years Of Screening Data

Presenter:Jill McCarville, Gerry Lawless
Year: 2019
Price: Member:$0, Non-member, $39
Body of Knowledge Domains: Prospect Research, Relationship Management

Driving the Donor Journey: A Guide to Descriptive Modeling

Presenters: Eric White
Year: 2019
Price: Members: $0, Non-members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Science

Strategy Beyond Screening

Presenter: Connor Kasey, Director of DonorScape, GG+A
Year: 2019
Member Price: $0
Non-member Price: $39
Domains: Prospect Research, Relationship Management, Campaigns

Plug In to Relationship Management 2018 Bundle

Various Presenters
Year: 2018
Price: Members $210, Non-Members $299
Body of Knowledge Domain(s): Relationship Management

The Fourth Industrial Revolution: What AI will Mean to the Future of Philanthropy

Presenter: Adam Martel, cofounder & CEO, Gravyty
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Relationship Management, Data Analytics, Campaigns

P2P Predictive Analytics: Crystal Ball to Success

Presenters: Shana Masterson, Principal Strategy Consultant, Blackbaud
Alan Dix, Senior Solutions Manager, Blackbaud
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns

Prospect Management as a Change Agent

Presenters: Elizabeth Fennell, MA, Assistant Director, Prospect Management
City of Hope, Ryan Frank, Director, Prospect Management, National Public Radio
University of Denver
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domains: Relationship Management

Herding Cats: The Art of Prospect Management

Presenter: Ruthie Giles, Senior Researcher for Prospect Research
Mount Holyoke College
University of Denver
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domains: Relationship Management

Riding into the Sunset: Implementing a System to Roll Prospects Out of Development Officer Portfolio

Presenters: Jeanne Sharp, Carolyn Rousch, Chris Novak, University of Arizona Foundation
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domain: Relationship Management

Control, Alt, Delete: Rebooting Portfolio Enthusiasm

Presenters: Laticia Vavasour, Susan Saraiva, Shannon Seeger, Prospect & Relationship Management Liaisons at UC San Diego
UC San Diego
Year: 2018
Body of Knowledge Domain: Relationship Management
Price: Members: $49, Non-Members: $79

Take Your GPP to the Next Level: Managing and Analyzing Your Patient Screening Data for Fiscal Year-End Action

Presenter: Anna Sheehan, Customer Success Manager at Wealth Engine
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics

Body of Knowledge

Price: Members: Free, Non-Members: $175

This comprehensive tool helps individuals and their managers identify growth opportunities and ensure they have the knowledge and resources needed to excel in their current positions or assume new responsibilities at their organizations.

Gamify Campaign Moves Management using Tableau

Presenter: Glen Kendell, President and CEO, Concourse Hosting, Haleh Kendell, Account Executive, Concourse Hosting
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Relationship Management, Data Analytics, Campaigns

Keeping It Fresh

Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence, Grenzebach Glier and Associates
Year: 2018
Price: Member Price: $0, Non-Member Price: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns

The 3 Keys to More Confident Fundraising

Presenter: Jill McCarvill, VP Marketing, iWave & Jaime Donahue, Client Success Manager, iWave
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management

Using Wealth Insights & Analytics to Boost Year-End Fundraising

Presenter: Linda Garrison CFRE, Senior Consultant, Professional Services, WealthEngine
Year: 2018
Price: Members: $0; Non-Members: $30
Body of Knowledge Domains: Data Analytics, Prospect Research, Relationship Management, Campaigns

Wealth Screening Versus Modeling: Finding the Right Balance for Your Grateful Patient Program

Presenter: Liza Turcotte, Senior Consultant, Blackbaud Target Analytics
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Campaigns

The Three Essential Components to Building Your Donor Profile

Presenter: Andy Suther, DonorSearch Sales Manager and APRA-MD President
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics

Data Decisions: How to Capture, Combine and Consume Data to Drive Stewardship

Presenters: Bailey Benzlé, Director of Pre-Sales & Sales Enablement
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Data Analytics, Relationship Management

Maximizing Fundraising Efforts by Leveraging Data Science & Machine Learning

Presenters: Arup Banerjee, CEO, Windfall, Ben Weber, Lead Data Scientist, Windfall
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Data Analytics, Campaigns

Strategizing Stewardship and Donor Management for Major Gift Donors

Presenters: Rebekah Nowak, Senior Associate Director, Donor Relations, Northwestern University
Brock Silvey, Northwestern University, Apra Board of Directors
Year: 2018
Price: Members: $0, Non-Members: $0

More than Donor vs. Non-Donor: Top 3 Segmentation Strategies to Drive Efficiency and Engagement

Presenter: Bailey Benzle, Omatic Software
Year: 2018
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment: Relationship Management 6, 10, Data Analytics 3, 8, Campaigns 6

Are You Still Screening in the Dark Ages? Best Practices for Screening in the 21st Century

Presenter: Rob MacCormick, iWave, Jeremy Davies, iWave
Year: 2017
Price: Members: FREE; Nonmembers: $39
Body of Knowledge: Prospect Research, Relationship Management

Year-End Database Audit: Tips to Prepare Your Nonprofit for 2018

Presenter: Bailey Benzle, Omatic Software
Year: 2017
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment: Prospect Research 1, Relationship Management 3, Data Analytics 3

Prospect Development Trends

Presenters: Jennifer MacCormack, University of Washington
Alison Sommers-Sayre, Princeton University
Jill Meister, University of New Hampshire
Moderator: Poonam Prasad, Giving Institute
Year: 2017
Price: Members & Nonmembers: FREE
Body of Knowledge Domains: Prospect Research, Relationship Mgmt.

Putting Mid-Level Prospects on Your Radar: Helping Often Overlooked Donors Take Flight

Presenter: Kristen Barlow, Leadership and Planned Gift Officer, Catholic Charities of St. Paul and Minneapolis and Carol S. Belair, Senior Consultant, Blackbaud Target Analytics
Year: 2017
Price: Members: FREE; Nonmembers: $39
Body of Knowledge Alignment:
Domains: RM, DA, CA

Relationship Management Bundle 1

Price: Members: $205, Non-Members: $335

Download the Relationship Management Bundle 1 for five educational recordings that will give you a boost in portfolio management!

Feeding the Pipeline: Implementing a Proactive Referral Process

Presenter: Susie Schwartz, University of Arizona Foundation; Jason Shults, University of Arizona Foundation; & Sadie Slager, University of Arizona Foundation
Year: 2017
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment: Prospect Research 8; Relationship Management 6, 13; & Campaigns 4

Of, By and For the People: A Presidential Research Liaison Structure in a Campaign

Presenter: Michele Borucki, George Washington University & Natalie Larmon,The George Washington University
Year: 2017
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment: Campaigns, Prospect Research, Relationship Management

Act Now: The Intentional Career Plan

Presenter: Lisa Howley, University of Southern California
Year: 2017
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment: Campaigns 7, Relationship Management 13, Data Analytics 9

Top 5 Stops Along the Data Journey that Create the Biggest Impact on Your Mission

Presenters: Bailey Benzlé, Principal Sales Strategist, Omatic Software
Year: 2017
Price: Members: FREE; Nonmembers: $39
CFRE Continuing Education Points: 1 point
Body of Knowledge Alignment: Relationship Management

Get the Most out of Wealth Screening

Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence
Year: 2017
Price: Members: FREE; Non-Members: $39.00
Body of Knowledge Alignment:
Domains: Prospect Research 1, 2, 4, 5, 6, & 7; Relationship Management 6; Data Analytics 3
Competencies and Level: I

Collective Giving: Philanthropy as a Team Sport

Presenters: Elizabeth Roma, Assistant Director, Research, The Helen Brown Group & Angie Stapleton, Research Associate, The Helen Brown Group
Year: 2017
Price: Members: $49; Non-Members: $79
CFRE Credit: CFRE Continuing Education Points: 1 point
Body of Knowledge Alignment:
Domain: PR and RM

Research Findings on Wealth & Philanthropy in the United States

Presenters: Melissa Bank Stepno, Practice Manager Blackbaud & Mark Christensen, Marketing Manager Blackbaud
Year: 2017
Price: Members: FREE; Nonmembers: $39
CFRE Continuing Education Points: 1 point
Body of Knowledge: Prospect Research, Relationship Management, Data Analytics, Campaigns

How Non-Profits Can Deepen Relationships with Donors Using Analytics and Moves Management

Presenter: Gabe Cooper, CEO, VirtuousCRM
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Relationship Management 3, 4, 5, 6, 7, & 8; Data Analytics 2, 6, & 8

Data for Sale: Collecting and Using Data for Prospect Research

Presenter: Katherine Swank, Senior Consultant, Target Analytics
Year: 2016
Price: Members: FREE; Non-Members: $39.00
Body of Knowledge Domains: Prospect Research 3, 4, & 9; Relationship Management 1, 12, 13, & 15; Data Analytics 8

More Than a Data Scrub: Crafting an Ongoing Portfolio Consultation Service

Presenter: Chris Brakenbury, The Ohio State University and Becky Fullmer, Ohio State University
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Relationship Management

Fully Engaged: Quantifying Engagement for Recognition and Strategy

Presenter: James E. Eichinger, University of Rochester
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Data Analytics, Relationship Management, Campaigns

Optimize Prime: Prospect Management for Portfolio Reviews

Presenter: Bond T. Lammey, Bentz Whaley Flessner and Emily Walsh, University of Arizona Foundation
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Relationship Management

The Power of Data Visualization, Prospect Management, and Fundraisers

Presenter: Trish McPeek, OSU Foundation and Christina Premeaux, Oklahoma State University Foundation
Year: 2016
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:
Domain: Relationship Management & Data Analytics

Assessing Return on Investment for Modeling and Screening

Presenters: Kat Banakis, Senior Director, GG+A Analytics & Nikki Strothers, Assistant Director of Records, Stockton University
Year: 2016
Price: Members: FREE; Non-Members: $39
Body of Knowledge Domain and Competency: Prospect Research 1, 4 & 5; Relationship Management 3; Campaigns 6

Streamline & Accelerate Prospect Development Research

Speaker: James Batty, Director of Account Management, Intelligize
Year: 2016
Body of Knowledge Domain and Competency: Prospect Research 2, 4, 5, 9, & 10; Relationship Management 5; Data Analysis 1 & 9
Body of Knowledge Level: I
Price: Member: FREE Non-Member: $39

Promoting Prospect Intelligence with Supplemental Data Appends

Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence, Grenzebach Glier and Associates
Year: 2016
Price: Members: FREE, Non-Members: $39
Body of Knowledge Domain: Prospect Research 1, 2, 4, 5, & 7; Relationship Management 1, 3, 6, & 8; Data Analytics 3, 4, 7, & 8, Campaigns 5

Inside Fundraiser Performance

Presenters: Jessica Balsam, Associate Director, Prospect Management, University of Washington; Halbe Dougherty-Wood, Director for Advancement for Computer Science & Engineering, University of Washington
Year: 2016
Price: Member: $49 Non-Member: $79
Body of Knowledge Domain and Competencies: Relation

We Have Always Done it That Way: The Tension Between Tradition and Best Fundraising Practices

Presenter: Lawrence Henze, Senior Consultant, Target Analytics
Year: 2016
Price: Member: FREE; Non-Member: $39
Body of Knowledge Domains and Competencies: Prospect Research 2; Relationship Management 6 & 15; Data Analytics 1, 7, & 8; Campaigns 5 & 6
Level: I

How Do My Constituents Compare to Those At Other Organizations: A Case Study From Rice University

Presenters:Kat Banakis, Senior Director, GG+A Analytics & Doward Hudlow, Director of Development Research and Analysis at Rice University
Year: 2016
Price: Member: FREE; Non-Member: $39
Body of Knowledge Domains: Prospect Research; Relationship Management; Data Analytics

The Value of Predictive Analytics

Presenter: Connor Kasey, Consultant, Analytics, Grenzebach Glier and Associates
Year: 2015
Price: Members: FREE, Non-Members: $49
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns

Conducting a Portfolio Scrub

Presenter: Kat Banakis, GG&A and Laura DiVincenzo, University of Delaware
Year: 2015
Price: Members: FREE, Non-Members: $39
Body of Knowledge Domain:Prospect Research, Relationship Management, Data Analytics, Campaigns

Why Don't We Just Ask Them: Surveys and Interview for Prospect Identification

Presenter: Dan Lowman, GG&A
Year: 2015
Price: Members: FREE, Non-Members: $39
Body of Knowledge Domain:Prospect Research, Relationship Management, Campaigns

Essential Components of Relationship Management Systems

Presenter: Kim Blackburn & Audrey Geoffroy, University of Florida Foundation
Year: 2009 Refreshed: 2015
Price: Members: $49; Nonmembers: $79
Body of Knowledge Domain: Relationship Management

Equal Partners: Together at the Strategy Roundtable

Presenter: Alexandra Bradspies, Arizona Health Sciences Center, University of Arizona
Presenter: Sarah Grace McIlveen, OHSU Foundation
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Relationship Management

Say What? Communicating For Results

Presenter: Krista M. Gallagher Colt, Luther Seminary
Presenter: Katherine Steffen, Luther Seminary
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Relationship Management

Research Stages: Hold the Profile

Presenter: Sarah McCarthy, Ivey Business School
Presenter: Tracey J. Church, Tracey Church & Associates Research & Consulting Services
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Prospect Research, Relationship Management

Corporate & Foundation Relations: Creating Impact

Presenter: Michelle Heyn, University of Minnesota Foundation
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Relationship Management

From New Acquaintances to VIPs

Presenter: Mary Kathryn Nunes, Target Analytics
Year: 2015
Price: Members: FREE; Non-members price: $39.00
Body of Knowledge Domain: Prospect Research; Relationship Management; Data Analytics

Refresh: Building a Successful Prospect Identification Program

Presenter: Caroline Oblack, OHSU
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management

Strategic Partnerships with Gift Planning

Presenter: Christopher A. Hubert & Jason Chestnutt, University of Virginia
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Breaking the Pyramid: Planning Successful Campaigns in the Shape of Today’s Donors

Presenter: Diane Crane, Oklahoma State University
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Campaigns, Prospect Research and Relationship Management

Beyond What They Ate For Lunch: Making the Most of Contact Reports

Presenter: Dan Lowman, GG+A
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:Domain: Relationship Management

Portfolio Management

Presenter: Bill Mitchell & James E. Eichinger, University of Rochester
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Strategies for Managing Prospect Data

Presenter: Chris Brakenbury, Ohio State University
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Four Ways to Streamline Prospect Development

Presenter: Bond Lammey, Bentz Whaley Flessner
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:Domain: Prospect Research, Relationship Management and Data Analytics

A Decade of Supporting Open Cultivation

Presenter: Susan Hayes- McQueen & Jessica Balsam, University of Washington
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Points, Pivots and Pins: Utilizing Healthcare Clinic Lists

Presenter: Sharise Harrison Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management

Training Perspectives: Newbie to Seasoned Researcher

Presenters: Jessica Jimenez, University of Texas at Austin; Leslie Kim Romoli, University of Texas at Austin
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management

Dynamic Portfolios: A Research Perspective

Presenter: Andillon Hackney, University of California- San Diego
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Creating a Solicitation-Driven Relationship Management System

Presenter: Brock Silvey, Northwestern University
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Access People, Advance Major Gifts

Presenter: Gil Israeli, American Technion Society
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management

Partnerships to Identify and Engage Prospects

Presenters: Krista M. Gallagher Colt, Luther Seminary; Katherine Steffen, Luther Seminary
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Prospect Research

Guiding Prospect Management to Success

Presenter: Jack Miller, Miller Group Worldwide LLC
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Prospect Research

Physician-Driven Prospect Discovery

Presenters: Lisa Howley, Johns Hopkins Institutions; Michael Zini, Johns Hopkins Medicine
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management

Deciphering the Information: A Case Study

Presenter: Tanya Ford, Taylor University
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Data Analytics

Making Relationship Management Work More Effectively

Presenter: Karen Greene, George Washington University
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:Domain: Relationship Management

Monitoring Economic Drivers and Prospect Motivation

Presenter: Heather Campbell, Suzanne Franzino, Princeton University
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management

Improve Your Prospect Management System

Presenter: Tricia Ambler, WealthEngine
Year: 2012
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment:Domain: Relationship Management

Creating Effective Leadership Gift Strategies

Presenter: Diane Crane, Spears School of Business, Oklahoma State University Foundation
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Research-Driven Prospect Portfolios

Presenters: Briana Cons & Sandra Campero, Arizona State University
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Data Analytics

Qualifying Cold Prospects: A Case Study

Presenters: Dan Lowman, Grenzebach Glier and Associates; Amy New, University of North Texas
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research

Building a Major Gifts Shop: Changing Perception

Presenter: Armando Zumaya, Center for Public Integrity
Year: 2009
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment: Domain: Relationship Management

How to Get Work Done With Limited Resources by Optimizing Your Vendor Relationships

Presenter: Karen Greene, Arizona State University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management

Leading Fundraiser Performance with Metrics

Presenter: Jennifer Shultz, Southern Methodist University
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management

Building the Pipeline Without History

Presenters: Dori Cavala & Brian Wenke, American Cancer Society, California Division
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research

The Strategic Researcher - In a Position to Make a Difference

Presenter: David Sterling, Western New England College
Year: 2009
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research

Positioning Your Research Department for a Campaign

Presenter: Sarah Cadbury, LaSalle University
Year: 2009
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Campaigns and Prospect Research

Effective Relationship Management Systems

Presenter: Lisa Howley, John Hopkins Institutions
Year: 2009
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management

Essential Components of Relationship Management Systems

Presenters: Cara Anderson Rosas & Audrey Geoffroy, University of Florida Foundation
Year: 2009
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Relationship Management